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Perfect, @Bry Cabria-Oracle! Just what we were looking for. Most appreciated!

Thank you for looking into this, @Angelica Mae Segador-Oracle. It's unfortunate that we are limited in what we can print via Freemarker, but I understand that there's a lot going on "under the hood" in the NetSuite UI that might make it difficult to access some of those fields in PDFs. We'll resort to a different method to…

Hello, @Angelica Mae Segador-Oracle— Thank you for the suggestion, but that is not quite the same field. The otherrefnum field is a transaction body-level field on transactions (which we don't use for Work Orders), whereas we are looking to get the transaction line-level PO# that might be associated with, say, a dropship…

Thank you for your detailed response, @Chelsea Jacobs! You provided some good insights and cautions about how to approach this. Ultimately, we ended up with a human-based deletion method—the company did not want to pay a developer or have IT devote the time to write and test a script to perform the deletions, so the…

Apologies, @Shorin Rio Daa-Oracle — I had some misstatements in my previous post (which I've since corrected). You are correct: 1. Fulfilling a SO with a dropship PO will cause the PO to be automatically received. 2. Fulfilling a SO with a special order PO will not cause the PO to be automatically received. Thank you for…

@Niks Blando-Oracle — I did some more testing of this, and even though those two boxes are not checked on either of the records, I believe that how the PO is made affects whether it can be automatically received. If neither box is checked and any of the items are added to a Sales Order, we get the option of making either…

Certainly, @Niks Blando-Oracle. Here is the item record where the PO was received automatically when the SO was fulfilled: And here is the item record for the PO that was not received automatically when the SO was fulfilled: On both those items, neither are explicitly marked as Special Order or Drop Ship items, so that…

Hello, @Richard James Uri-Oracle— That article provides useful guidance for basic UNION operations, but my situation was more complicated in that I was looking to do further GROUPING and ORDERING and aggregation with the results of the UNION. I was able to figure out the solution, however: In order to further manipulate…

@Richard James Uri-Oracle— Thank you for posting this. However, I am struggling with being able to use GROUP BY and ORDER BY clauses with a UNIONED set. Is this possible in NetSuite? No matter how I attempt to add those clauses, I am always met with this error message: Search error occurred: Invalid or unsupported search…

Here is the "official" answer to the support case that I filed, which had been escalated to "Defect" status: "NetSuite has carefully reviewed the information on the issue and we have concluded that the behaviour is working as expected. We are reviewing SuiteAnswers to ensure that this is documented. …this is how…

Hi, @User_ZCWF3 — Thanks for the tip, and that's exactly what I ended up doing: I made an open-ended Transaction search with no criteria (i.e., I removed the Type = Sales Order from my original search) and then in the Results applied criteria like you had shown: Now I have totals for ALL customers. Thanks again!

Hi, @Judith Culanding-Oracle— Thank you for linking me to that SuiteAnswers article; however a search defined that way does not include customers with zero sales orders. Only customers that have at least one order appear: I will try one other idea and post here with my findings. I believe I can achieve this by using…

Thanks, @Jervin Nicholas Teopengco-Oracle! That did the trick! I had marked that Mail Merge box originally and went immediately to create an email template, but had not logged out of our account and back in again (as the SuiteAnswers article you linked me to instructed). Thus the record did not appear in the list. Now it…

Hello, @Jervin Nicholas Teopengco-Oracle— No, I can select Custom Record from the Record Type list: What I want to be able to do, after selecting Custom Record, is to be able select one of the custom records that we have created from the Field Type dropdown list: We have a handful of custom record types, and none of them…

Hello, @Patrick Fresnosa-Oracle— Excellent question. No, not Employee prenotes. We are looking for Vendor prenotes. We don't use NetSuite to process payroll, but we are about to use NetSuite to begin paying vendors via ACH through Electronic Bank Payments. Our accounting department was hoping that we would have been able…

@Frank Lau — I also have this exact same question. Did you ever find an answer?

Thanks, @Francesca Nicole Mendoza-Oracle! Will do.

Thanks, @Francesca Nicole Mendoza-Oracle! But what are the details of that defect? Where/how am I able to look at it?

@Tris Mendoza-Oracle, @M.Lisa—I believe I have found the steps leading up to the issue. I would be curious as to whether anyone else is able to replicate them: 1. Create a Saved Search that targets a specify record type (e.g. Sales Order) and make it available as both a list view and a dashboard view. 2. Add a List portlet…

@M.Lisa — good recommendation (and very logical); however, unfortunately, that did not lead to success in my case. I closed every NetSuite tab save for one, and then clicked on that search's results from a customer's dashboard and still got the wrong transaction type when exporting the results. I even logged out of…

Hello, @Tris Mendoza-Oracle — Yes, that was the first thing we tried. It does not appear to fix the problem. So, I do not believe it is related to the cache. As another test, to be 100% certain, I cleared the cache once more, and now instead of Item Fulfillments I am getting Sales Orders when I try to export Quote…

Wow—finally got it to work @Andy Galuski. In my case, the order of the criteria was different! I had to flip the Main Line and For Electronic Bank Payment fields. In my case, the Main Line field had to come before the For Electronic Bank Payment field: It only after that (and five different times of trying to recreate or…

@Andy Galuski — the Results for the search were the same as well, correct? Just Internal ID and Amount?

Hi, @Andy Galuski — thanks for the tip. Sadly, we're still getting that error message. This has been incredibly frustrating to try to resolve—why must it be so difficult?? It would help immensely if their generic error message was able to tell you where, exactly, the error was happening with your search, or what filters…

@Patrick Fresnosa-Oracle, @Andy Galuski— I am also receiving this same error when trying to create a search for generating a payment bill file. I have followed the steps as outlined in the article that was posted earlier (Defining Transaction Saved Searches for Electronic Bank Payment), but still get this error despite…

Hello, @Judith Culanding-Oracle— Yes, your understanding is correct. In the end we went with option #2, because this Sales Order happened to be one that had been made quite a few months ago. If it had been relatively recent option #1 would have been preferable, but since it was from earlier in the year we would have had to…

Certainly, @Tris Mendoza-Oracle. Here you go: Criteria: Results: I should note that if we access the saved search on its own and export the results, then we DO get the correct information—that is, the list of Sales Orders. It seems to happen only when we use that search as a portlet on a customer's dashboard and then try…

Thank you for looking into this, @Tris Mendoza-Oracle! I will go and vote for that enhancement. It's a feature that we would use fairly often.

@Jeremy Guimaras-Oracle — We are in a similar situation as @User_2LD8N, but perhaps even more complicated, as the invoice has already been Paid in Full. Here is what happened in our account: 1. Sales Order 123 was made to Customer ABC 2. Sales Order 123 was then invoiced to Customer ABC 3. The sales team learned that Sales…

Hello, @Venice Jane Lejos-Oracle— Thanks for the article. That is what we ended up doing, but we had been hoping that NetSuite would have had better controls or capabilities for this sort of thing. Something even like the capability to only allow certain IPs to access or view the site would be welcome (like what NetSuite…